Clearfield is positioned for upside as its data center product NOVA gains unexpected early traction, shifting management's tone to optimism. CLFD's core fiber deployment solutions address real-world installation challenges, with potential for accelerated growth if data center contracts materialize. Valuation is compelling: net cash of $100M, ongoing share buybacks, and EV/Sales of only 2.5x compared to peers trading at 10x.
Investors need to pay close attention to CLFD stock based on the movements in the options market lately.
Clearfield, Inc. (CLFD) Q2 2026 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 10 | $434 | $318.53 | -$115.47 | -26.61% |
Joseph Castro Nuveen LLC | 23,566 | $699,965.68 | $742,270.08 | $42,304.4 | 6.04% |
| DS David Smith Linden Thomas Advisory Services LLC | 9,697 | $256,680 | $311,467.64 | $54,787.64 | 21.34% |
Kevin Kroskey True Wealth Design LLC | 7 | $235.49 | $224.84 | -$10.65 | -4.52% |
Alexandra Stickelman Root Financial Partners, LLC | 10 | $265 | $310.1 | $45.1 | 17.02% |
| Communications Equipment Industry | Information Technology Sector | Cheryl Beranek CEO | NASDAQ (NMS) Exchange | 18482P103 CUSIP |
| US Country | 618 Employees | - Last Dividend | 3 Apr 1989 Last Split | 7 Aug 1986 IPO Date |
Clearfield, Inc. is a leading manufacturer and seller of fiber connectivity products that play a crucial role in telecommunication networks across the United States and internationally. The company's primary focus is on creating products that aid in the efficient management and distribution of fiber optic signals, which are essential for high-speed internet and telecommunications services. Originally founded as APA Enterprises, Inc., it underwent a rebranding to Clearfield, Inc. in January 2008 and has been incorporated since 1979. With its headquarters in Minneapolis, Minnesota, Clearfield serves a diverse clientele that includes community broadband operators, multiple system operators (MSOs), regional service providers, and national telecommunications carriers, both in the wireless and wireline sectors.
Clearfield, Inc. offers a comprehensive range of products and services designed to meet the diverse needs of the fiber optic network industry: